The "My Preferences" screen in Sage Intacct Real Estate allows each company to define and manage its valid preference options that will later be used when configuring Properties, Units, and Leases. Users can select existing options, add new ones, or modify existing entries as needed to align with their operational requirements.
Accessing My Preferences
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Log in to Sage Intacct Real Estate.
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Navigate to Company / My Preferences screen from the main menu.
Setting Property Preferences
Property preferences include "Property Type," "Address Type," "Deposit Type," "Square Footage Type," and "Insurance Type".
The selected options will then be used when setting properties through Setup / Properties.
Setting Unit Preferences
Unit preferences include "Unit Class” and “Unit Utilities“.
The selected options will then be used when setting units through Setup / Units.
Setting Leas Preferences
Lease preferences include "Clauses”.
The selected options will then be used when setting leases through Tasks / Manage Leases / Leases.
Adding New Options
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Click on the "Add New Option" button in the dropdown of any of the fields.
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Enter the new Option name.
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Click on the “Add“ button to make it available for selection.
Editing Existing Options
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Locate the option to be modified in the respective dropdown.
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Click on the "Edit" button next to the entry.
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Update the Option name and save the change.
Saving and Applying Changes
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After making any modifications, ensure you save the updates to apply them.
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Changes will be reflected immediately in relevant workflows.
